Soldo uses role-based permissions to control what each user can see and do in the web and mobile apps. This article gives you a clear overview of the default roles and what they’re designed for. It’s not a full permissions reference, but it will help you choose the right role for each user.
For each role category, you’ll find a table that shows what they can and can’t do across key areas, short description of who the role is for.
Jump to:
- Admin role(s) capability overview
- Manager role capability overview
- Accountant role capability overview
- Employee role(s) capability overview
Admin role(s) capability overview
Key: Full Create, edit and manage View Read only — No access
| Capability | Super admin | Admin | Limited admin |
|---|---|---|---|
| Wallets and funds | |||
| Deposit funds to company account | Full | Full | — |
| Manage and transfer between wallets (manual and automatic transfers) | Full | Full | Full |
| Outbound bank payments | Full | — | — |
| Bulk fund transfers | Full | Full | — |
| Cards | |||
| Create new cards (user and company cards) | Full | — | — |
| Manage cards and spending rules Spending limits, merchants, geo controls, contactless, PIN reminders, report and lock |
Full | Full | Full |
| View card details for other users PIN and PAN |
Full | — | — |
| Apply card admin lock | Full | Full | View |
| Delete cards (user and company cards) | Full | — | — |
| Manage card labels (add, edit) | Full | — | — |
| Users | |||
| Create and invite users | Full | Full | — |
| Manage user profiles and settings | Full | Full | View |
| Fund and top up user wallets | Full | Full | Full |
| Expenses and transactions | |||
| Review and approve expenses | Full | Full | Full |
| Reimburse expense reports | Full | Full | — |
| Edit expense policies | Full | Full | Full |
| Reporting | |||
| Company-wide reports | Full | Full | Full |
| Company statements | Full | Full | — |
| Audit log | Full | Full | — |
| Permissions, settings and integrations | |||
| Manage roles and permissions | Full | View | — |
| Configure company settings | Full | Full | — |
| Configure accounting and integrations VAT, Expense categories, Lists, Netsuite, Xero, Sage, etc. |
Full | Full | — |
| Set up Sandbox and Business API | Full | — | — |
Admin roles help you manage your company’s money day to day in Soldo. The Super admin role has the highest level of access. It’s the only role that can create cards, make outbound bank payments (without bank transfer access), and manage roles and permissions.
Super admin
Full access to all features in the web app.
This is the only role that can:
- Create cards
- Make outbound bank payments (without requiring bank transfer access)
- Set roles and permissions
This role is usually assigned to a senior finance or operations lead.
Admin
Access to most day-to-day features. Admins can manage spending, wallets, and users.
They can’t:
- Create cards
- Make outbound bank payments (without bank transfer access)
- Set roles and permissions
Limited admin
Designed for users who need control over spending but not full account access. Limited admins can manage wallets, transfer funds, and control card rules.
They can’t:
- Create users
- Access company-wide reports
- Change account settings
Manager role capability overview
Key: Group scope Own + assigned group or scope — No access
| Capability | Leader |
|---|---|
| Wallets and funds | |
| View wallet balances and activity | Group scope |
| Transfer funds between Main wallets | — |
| Transfer funds between Company wallets | Group scope |
| Fund User wallets | Group scope |
| Cards | |
| Create new cards | — |
| View cards and card activity | Group scope |
| Manage cards and spending rules Spending limits, merchants, geo controls, contactless, PIN reminders, report and lock |
Group scope |
| Fund and transfer to cards | Group scope |
| Users | |
| Create or invite users | — |
| View user profiles and activity | Group scope |
| Expenses and transactions | |
| Review and approve expenses | Group scope |
| Add receipts, notes and tags to transactions | Group scope |
| Submit out-of-pocket expenses | Group scope |
| Request funds | Group scope |
| Reporting | |
| Transaction reports for group wallets and cards | Group scope |
| Company-wide reports and statements | — |
| App access | |
| Soldo web app | Group scope |
| Soldo mobile app | Group scope |
Leader
Designed to manage a defined group of employees. Leaders can oversee wallets, cards, and spending within their assigned group or scope. They can review team expenses, and run team-level reports. They do not have company-wide access and can't create users or cards.
Accountant role capability overview
Key: Full Create, edit and manage — No access
| Capability | Accountant |
|---|---|
| Expenses and transactions | |
| Review and approve expenses | Full |
| Add receipts, notes and accounting data to transactions | Full |
| Configure expense policies | Full |
| Reporting | |
| Company-wide transaction reports | Full |
| Company statements | Full |
| Fuel reports | Full |
| Accounting and integrations | |
| Configure VAT rates and expense categories | Full |
| Configure custom lists and auto-tagging | Full |
| Set up and manage accounting integrations Xero, Sage, NetSuite etc. |
Full |
| Not available to this role | |
| Wallets, fund transfers, outbound payments | — |
| Card management | — |
| User management | — |
Accountant
Designed for finance team members managing accounting integrations and expense review. Has full access to integrations, reports, and expense workflows, but no access to wallets, cards, or user management.
Employee role(s) capability overview
Key: Own only Own card or transactions only Reporting line Subject to reporting line settings — No access
| Capability | Employee | Employee Limited Access | Employee Driver |
|---|---|---|---|
| Card | |||
| Access to a Soldo card | Own only | — | — |
| Access to a Soldo Fuel card | Own only | — | Own only |
| View own card details PAN, PIN and card activity |
Own only | — | Own only |
| Lock / unlock own card | Own only | — | Own only |
| Report a lost or stolen card | Own only | — | Own only |
| Expenses and transactions | |||
| Upload receipts and enrich transactions Notes, tags, accounting data |
Own only | Own only | Own only |
| Review expenses (approve, decline) | Reporting line | — | — |
| Submit out-of-pocket expenses | Own only | Own only | — |
| Request mileage reimbursement | Own only | Own only | — |
| Request funds for a Soldo card | Own only | — | — |
| Request funds via a temporary payment method | Own only | Own only | — |
| Reporting | |||
| View and report on personal activity | Own only | Own only | Own only |
| App access | |||
| Soldo web app | Own only | Own only | Own only |
| Soldo mobile app | Own only | Own only | Own only |
Employee roles are for individual users managing their own card and expenses. They can't access company wallets, create users, or see other employees' transactions.
Employee
Standard employee with a Soldo card. Can manage their own card, submit expenses, upload receipts, request funds, and report on their own transactions.
Employee Limited access
A restricted employee without a Soldo card. Can submit out-of-pocket expenses, but has no card access and can't request funds.
Employee Driver
Designed for fuel card users. Has card access and can log fuel transaction data, but cannot submit general expenses or request funds.